Cascade Financial Partners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $918K | Sell |
3,071
-30
| -1% | -$8.97K | 0.11% | 117 |
|
2025
Q1 | $968K | Sell |
3,101
-121
| -4% | -$37.8K | 0.12% | 105 |
|
2024
Q4 | $1.13M | Sell |
3,222
-50
| -2% | -$17.6K | 0.15% | 93 |
|
2024
Q3 | $1.22M | Hold |
3,272
| – | – | 0.15% | 90 |
|
2024
Q2 | $993K | Buy |
3,272
+30
| +0.9% | +$9.1K | 0.13% | 100 |
|
2024
Q1 | $1.02M | Buy |
+3,242
| New | +$1.02M | 0.15% | 99 |
|